We are pleased to announce that our office lobby is open and operating as usual during normal business hours. To protect the safety of our clients and staff we are still asking those at the office to operate under the CDC’s protective guidelines. We will be sanitizing office furniture on a regular basis before and after meetings and new masks will be available for clients. Regularly scheduled review meetings will resume for those that are comfortable coming into the office as well.

See below for special announcements for 2020. These are provisions put in place this year due to the coronavirus and established in the Federal CARES Act.

No Required Minimum Distributions for 2020: Please check our “Resources” and/or social media pages for information on the recently passed CARES Act and the impact it may have on your finances this year. This is the $2 trillion Federal stimulus and relief package to help individuals and businesses during the corona virus pandemic. One significant part of the bill is that Required Minimum Distributions (RMDs) are suspended for 2020 and not required to be taken. If you have already taken your RMD for 2020, you may be able to put it back into your account as well.

Federal Tax Deadline Delayed until July 15, 2020: The tax deadline for taxpayers to file their Federal taxes for 2019 has been automatically delayed until July 15th. This also means that taxpayers have until July 15th to make IRA contributions as well as HSA contributions for 2019. The state of Oregon has also delayed the tax deadline to July 15th as well. Please make sure to verify whether or not your state of residence has done the same.

Please check back soon as client events are currently on hold. We hope to continue with scheduled events as soon as possible. We wish you and your loved ones good health during this time.

2020 Client Events

  • March 3rd – Lunch Workshop at Trexler Farm

2020 Holidays

The New York Stock Exchange holidays for 2020:

  • January 1st – New Year's Day
  • January 20th – Martin Luther King, Jr. Day
  • February 17th – Presidents' Day
  • April 10th – Good Friday
  • May 25th – Memorial Day
  • July 4th – Independence Day
  • September 7th – Labor Day
  • November 26th – Thanksgiving Day
  • December 25th – Christmas Day

Our office will be closed in observance of these holidays.

Raymond James is not affiliated with the above organizations and/or charitable causes.